89 comments

  • kelnos 9 hours ago ago

    I wish they wouldn't call them "open source models". They aren't open source. They didn't publish the training data. They didn't publish the tools they used to train the model.

    They published the weights. It's an "open weight model", a term that it seems nearly everyone has agreed is appropriate. Why is this company not using it?

    • HarHarVeryFunny 3 hours ago ago

      > They didn't publish the tools they used to train the model.

      That's not totally true - for example Ziphu (Z.ai, developers of GLM) have published their Slime RL-training framework, developed together with Tsinghua University.

      https://github.com/THUDM/slime

      Also, if you read Moonshot's Kimi 3 report, it does give a lot of architectural detail and details on training.

      https://github.com/MoonshotAI/Kimi-K3/blob/main/k3_tech_repo...

      Some discussion on this by HuggingFace here:

      https://www.youtube.com/watch?v=MW8-kqd2SD8

      Yes, we all realize that "open weights" is more accurate than "open source", and anyways the source code would not be very interesting - it's the training data and methods that mostly define these models.

    • fooker 2 hours ago ago

      This trope was valid maybe in 2022.

      Model training now is not a straight forwards process of input data -> run tools -> get model.

      There's a whole lot of alchemy going on. We don't quite understand what works and what doesn't. Think of it like painting with water color and having to improvise very often.

      The only advantage over water color is that we can revert to a working state.

      • SV_BubbleTime an hour ago ago

        And since none of the source is provided to make the thing, it’s not open source.

        Really, it’s no more open source than a free calculator. It’s free, and you can use it to no or great effect. But, you sure as hell can’t make one.

        So calling it open source is without question, wrong.

        • fooker an hour ago ago

          There's no program you run to 'make the thing'.

          It's mostly ad hoc scripts and some pretty horrible hacks being run by a hundred engineers trying to improve a thousand different things at once with a hundred thousand GPUs.

          I'm sure once we understand the tech better, the training process will look like running a program.

    • Almondsetat 5 hours ago ago

      Sorry, where exactly is "data" in "source"?

      I can understand not wanting to call it open source if they don't give you the algorithm and software used for training, but wanting the training data too? That's completely different

      • croes 4 hours ago ago

        For LLMs the training data is the source of their weights.

        You can‘t reproduce the LLM without the same data

        • anon373839 4 hours ago ago

          That’s not really true. The models have source code defining their architecture and it is open-source.

          People keep trying to shoehorn OSS concepts onto model weights, but the concepts don’t fit because the weights aren’t software. They aren’t compiled code. They are learned parameters to use with a (very big) function that itself is expressed in the code.

          So they’re a very valuable asset that complements the code, but they are not the code. You could use randomly initialized weights and the software will work - it will output tokens. They just won’t have useful patterns.

          I don’t think OSS definitions have ever required that assets have their source included. For example, artwork is very important to a game, but nobody thinks a game is not open source if it doesn’t come with sketches and a copy of Adobe Illustrator to recreate the artwork from scratch.

          Edit: The distinction I would draw between models like Deepseek and models like OLMo is whether they are open science. With a model like OLMo, they have published everything you need to replicate the training experiment. Whereas Deepseek does share a lot of knowledge, but keeps a lot proprietary too.

          • pocketarc 3 hours ago ago

            Your game example is a great one: If a game didn’t come with its 3D models, sound, level files, game data, or assets of any kind, but its engine was open source, I don’t think anyone would say “hey this game is open source”. They’d say the engine is, but that’s it. All of the above things are not code, but they are part of a game and yes, expected to be included in an open source game.

            • gpm 3 hours ago ago

              People refer to games with proprietary assets as open source all the time. The source code is open - the assets are not. For one example: https://news.ycombinator.com/item?id=28201265 / https://github.com/beyond-all-reason/Beyond-All-Reason/blob/...

              Source as a word has a meaning that doesn't include non-source things.

              • SV_BubbleTime an hour ago ago

                That’s an open source engine, we already have a word to define what that is.

                And we have Open Weights to define what those are.

                • gpm an hour ago ago

                  No, an engine is only the code that is shared between games. For instance "urban terror" by frozen sands is a closed source game on top of a (now) open source engine (the Quake3 engine). Quake3 is a (now) open source game (with closed assets) on top of its own open source engine. Quake and it's derivatives are a particularly nice example of the distinction between a game and its engine because the engine includes an interpreter for the game code, leaving a very clear boundary. Meanwhile many games end up intermingling their engine and game code (e.g. see the Eve Online devs write about this - another closed source game on top of a now open source engine).

                  BAR is an open source game. All the game source is open.

                  • SV_BubbleTime an hour ago ago

                    Bro, your link literally says in the read me it is an engine.

                    • gpm an hour ago ago

                      No? It says

                      > Open source RTS game built on top of the Recoil RTS Engine

                      BAR is a game, Recoil (a different thing - not the repository I linked) is an engine it is built on top of. Recoil is - incidentally - a fork of spring, an engine many open source RTSes are built on.

            • BoxOfRain 3 hours ago ago

              Doom pioneered this model, the Doom engine was open-sourced while the assets remained proprietary. This is where projects like Freedoom exist, to create an entirely free software equivalent.

            • anon373839 3 hours ago ago

              I think this misses the point I was trying to make. Both an open source game and an open weights LLM include the necessary assets. But people seem to be saying, “you need everything that was used to create the assets”. For game art, that would include sketches, prior art used as inspiration, project files that aren’t used by the game engine but were used during the design process, and so on - if you apply the same standard. But I don’t think anyone does.

              • gpm 3 hours ago ago

                Similar to this I've never seen a project request anyone license their github PR comments under any license whatsoever even though they're undoubtedly copyrighted and used in the creation of the actual source code.

        • ungovernableCat 2 hours ago ago

          My understanding was that there was a lot of non determinism in the training process because of many factors: how GPUs optimise floating point arithmetic, how the compute is distributed between the thousands of GPUs etc

          I'm not sure how static training data is either (or how you'd distribute it considering its size and nevermind the legality of sharing copyrighted things).

          You'd likely get a model with very similar behaviour but the weights would be different.

          Please someone correct me if I'm wrong.

    • WithinReason 8 hours ago ago

      If they open sourced the training data and code but you had to train the network yourself, would that be open source?

      • girvo 4 hours ago ago

        Which some companies have done! Nvidia, I believe, among others.

      • croemer 7 hours ago ago

        Yes, obviously.

        • swiftcoder 7 hours ago ago

          Even though none of us could actually afford to train it?

          • croemer 7 hours ago ago

            Some of us might be rich, or get funding, or in the future it could be useful when training is cheaper.

            Open source has benefits even if you can run yourself. You can read the code for understanding/insights. Other labs could replicate/build on it.

            • gpugreg 7 hours ago ago

              > Some of us might be rich

              I sure wish I had a few 100M of disposable income to train a frontier model.

              > or in the future it could be useful when training is cheaper.

              I do not think that physics will allow hardware getting that much faster. But maybe we will have different, cheaper architectures by then.

              • halJordan 4 hours ago ago

                You say that but for like 2 years there was a guy on huggingface releasing quants as TheBloke. No identity no nothing except he likely had a grant or a university job that let him do it. Quants aren't the same as training but it was beyond 99% of people at the time (as you say this is)

                Cant stand when you guys try and force something as impossible on the rest of us simply because you could never accomplish it.

                • gpugreg 3 hours ago ago

                  I did not say that it is impossible. I just think that we need architectural improvements, or maybe even a fundamentally different approach to get something like Kimi K3 for cheap. The point I was trying to make was that we shouldn't just laze about and hope that hardware improvements will get us there.

                  (Also, I know Tom Jobbins (TheBloke), and have personally contributed to increase the adoption of GGUF, e.g. in the transformers and ktransformers libraries, so I find the personal dig quite amusing.)

              • Muromec 6 hours ago ago

                If you would tell people at the start of 20th century how much energy we consume, they may not believe you or think it is wasteful.

          • eptcyka 7 hours ago ago

            Maybe not now, but what about 10 years down the line?

          • solarkraft 4 hours ago ago

            Yes.

          • croes 4 hours ago ago

            Yet, I couldn’t afford a PC to run the original Crysis when it came out, now the hardware isn’t an issue anymore

        • WithinReason 6 hours ago ago

          As an example, Grok 4 took $388M to train

          • HPsquared 5 hours ago ago

            Compiling source code also takes computing resources, only the scale is different. It's a very close analogy: source code with training data, and compiled binaries with model weights.

            The weights are literally a binary blob.

            • WithinReason 5 hours ago ago

              The weights are the modifiable representation. You modify them with gradient updates.

              • HPsquared 4 hours ago ago

                They are a cooked stew; the ingredients have already been chopped and mixed together. You can add things, yes, but you can't inspect the ingredients.

                • ungovernableCat 2 hours ago ago

                  If we start with the same ingredients and independently make our stews they're likely still going to taste a bit different due to the non deterministic nature of the process. Isn't it similar with training LLMs at scale? Do you get identical weights if you do multiple runs?

                  • HPsquared an hour ago ago

                    They don't even say what the ingredients are.

                    • ungovernableCat an hour ago ago

                      Yeah I understand that. I mean just the methods they use to acquire the training data has already had a shit ton of drama, there's no way the western labs are ever going to be public about the ingredients.

              • halJordan 4 hours ago ago

                I can also open broadcom's antenna firmware in any hex editor. Why are you arguing that makes it open source?

                • anon373839 4 hours ago ago

                  The antenna firmware is software. Model weights are essentially learned settings, and they are not software.

                  Note also that software is copyrightable and model weights aren’t (in the US anyway).

                  • croemer 3 hours ago ago

                    Not sure why it matters whether weights are software or not.

                    One can equally argue that firmware is just settings for the CPU.

                    If weights aren't copyrightable then doesn't this argue against the idea of them being able to have the quality of open-sourceness? Meanwhile the training code could be copyrightable.

                    • anon373839 3 hours ago ago

                      Well, my position is that the software that defines/runs the model is the open-source part.

                      The weights are the asset that makes it useful, but I don’t think 40T tokens of pre-training data should be required to call the model itself open source when you can inspect every line of code in the model without that, as well as instantiate and run the model with randomly initialized weights.

              • inigyou 3 hours ago ago

                You can hand-patch a binary, too.

          • croes 4 hours ago ago

            An open source Mac OS is still open source even if I can’t afford a Mac.

      • solarkraft 4 hours ago ago

        Yes

    • stavros 8 hours ago ago

      Agreed, it's "open weights". Open source would be to publish the entire process so you could tweak it if you wanted.

    • charcircuit 9 hours ago ago

      The weights are the preferred form for modifying or integrating with other models. There is no obligation in open source to transitively open source all of the documentation / tools used to create the open source project.

      >a term that it seems nearly everyone has agreed is appropriate

      Models being considered open source even if the original training code / data is not released also is something almost everyone has agreed to be appropriate.

      • dietr1ch 8 hours ago ago

        > The weights are the preferred form for modifying or integrating with other models

        It's the 2nd time I hear this argument and I'm already fed up with it

        Is it the preferred way only because training is expensive? It's like saying binaries are the preferred way of modifying program because you can't afford to have a fast enough machine to compile it yourself.

        Most people don't have resources to compile their own browser, but what makes some browsers open is access to the source.

        Maybe it's the preferred way because the people sharing models are themselves working with weights and no data?

        • NitpickLawyer 8 hours ago ago

          > Is it the preferred way only because training is expensive?

          No, it's the preferred way because that's literally how you train it. Contrary to popular misconceptions, you don't "compile" data into weights. You initialize a model (based on architecture, config, etc) and then you modify it via training. But crucially they (i.e. model creators) modify it the same way (technically speaking) as you would. That's what the license grants you. Nothing less, nothing more. The "how" as in knowhow has never been something covered by a license.

          Open-weight is something dreamt up by people misunderstanding the basics of model creation and training, and having ideological biases against AI and/or LLMs. It is what it is, but you should know that you are technically wrong. A model released under an open source license (Apache, MIT, etc) is an open source model. Because the weights are the source of the models. Training is not "compilation". Training is the "how" as in knowhow to modify the model. Training deals with values. Source deals with everything, including values.

          In the past, if someone would have released a piece of software (say a PID controller algo) w/ hardcoded values, no-one would bat an eye. LLMs are just that, with billions of hardcoded values. Nothing less nothing more.

      • teruakohatu 8 hours ago ago

        > There is no obligation in open source to transitively open source all of the documentation / tools used to create the open source project.

        Open source means open source code. Open weight means a binary file dump, not unlike an exe file. There is nothing open source about it.

        Its like having a closed source text editor that censors certain words, and an open source text editor that censors certain words.

        The latter can easily be recompiled, the former requires reverse engineering. Both may give you a license to use them freely.

        • Alpha3031 8 hours ago ago

          Per the OSD definition of source code, "the source code must be the preferred form in which a programmer would modify the program." which means an argument could be made (as charcircuit is making) that the weights, being the preferred form to modify, are the source.

          I do prefer open weights as being more precise (like, is it even really software that has source code in the first place?) but I feel like at this point the ship has sailed somewhat (though if this is something you're willing to spend your time arguing then... moral support I guess?)

          • ciupicri 7 hours ago ago

            You can also edit/patch binary executables, but no one says about that software that is open source.

            • Muromec 6 hours ago ago

              You can, but its not the first preference

            • applfanboysbgon 4 hours ago ago

              Incidentally, I do. I fucking hate the open source maximalists like Stallman who suggest that not having source code is equivalent to not having control over what runs on your computer. But you always[1] have control over what runs on your computer. Reverse engineer it if you care so much! Every form of DRM is inevitably defeated, because you do have control over program execution, regardless of access to the source code. Stallman's argument seems more lazy and entitled than principled.

              [1] ...setting aside hardware attestation bullshit, which does need to die in a fire.

        • charcircuit 7 hours ago ago

          I think you are failing to see how the weights are the preferred form of working with a model. It's like if I shared a png with others to use as a meme template. Even if I don't share the source code to photoshop other people can use that "binary file dump" to make derivative images of their own with it.

          • andy99 3 hours ago ago

            I feel like the arguments being made about sharing the training data are from people who don’t have any experience training ML models and have never worked with weights. The biggest reason I have seen that people want the data is to complain about some aspect of it (copyright, bias, etc)

            I would be very interested to hear someone explain what freedom it is they need the training data to enjoy.

    • mlazos 6 hours ago ago

      The models are open source, it’s never been a requirement for someone to document the entire process of creating something to be “open source”. Just sharing the source, in this case, the weights, meets the criteria. Software engineering’s obsession with precise terms is actually one of the things I’m glad is dying with ai automation.

      • nextaccountic 5 hours ago ago

        The source is actually all training data, plus the software used for training, including some scripts or instructions to run the entire thing end to end on your own computer. That's what open source has always been about.

        The weights are the output of a program, it's a binary. It's not source.

      • shock 5 hours ago ago

        > Software engineering’s obsession with precise terms is actually one of the things I’m glad is dying with ai automation.

        Yes. The next time you go to your doctor you should hope he's not being overly precise; or the engineer that builds the bridge; or the software engineer that implemented the embedded software in your insulin pump.

        There is no precise thinking without precise terms.

      • andy99 6 hours ago ago

        > obsession with precise terms

        They’re not really even being precise. The relevant software freedom, from the FSF is []

          The freedom to study how the program works, and change it so it does your computing as you wish (freedom 1). Access to the source code is a precondition for this.
        
        Ported to the model world, this is fulfilled by sharing the weights and implementation. There’s almost nothing that having the training data gets you (other than actually training it). The weights plus a reference implementation let you see all the states to study the behavior, and let you fine tune it to do your bidding (the abliteration etc). The freedom is satisfied.

        Some might argue that without the training data you couldn’t do some classes of experiments to see how it works, say leave-one-out retraining. I’d argue things like that are not really about the model but about ML research or the class of models, which while interesting is not a free software pre-requisite.

        [] https://www.gnu.org/philosophy/free-sw.html#four-freedoms

        • j-bos 5 hours ago ago

          Agreed, The spirit is fulfilled, as evidenced by the massive ongoing development of, effectively, new weights grown out of the sourced weights,

      • HPsquared 5 hours ago ago

        Model weights are literally a compressed blob of binary data. The end result of a compilation process.

        • ordersofmag an hour ago ago

          So is a zip file of source code. There is no 'compilation process'. Model training isn't a fixed end point. You start with random weights. You train. The weights get better. You do this iteratively. At some point you say 'good enough' and release. People doing further training would start with those weights and further iterate. Demanding the original training data and training process would be equivalent to demanding a completely replay-able sequence of editing steps starting with a blank text file and allowing you to replay ever edit that led the original author to the released source code.

          Now there are reasons you might want to know about the training data when you wouldn't care about the authoring process used by a traditional open-source process. And these get at the reason LLM's are different than traditional software and so maybe our existing definitions of what 'open-source' means aren't a good match for LLM's. Of course there is software associated with LLM's (beyond the weight) -- defining the structure of the particular neural net those weights fit into. In every open-weights model that I'm aware of that software is open source (though trivial).

  • bensyverson an hour ago ago

    How does one even purchase an AMD MI355X?

  • logicallee 10 hours ago ago

    This part sounds like AI assisted setting this up and benchmarking it:

    >The fix was trivially simple: zero-pad the head count 12→16, run the fast kernel, and extract the real 12 heads from the output.

    I've recently used a frontier AI (ChatGPT 5.6 Sol on ultra) to set up a much smaller local model, and the performance optimizations it introduced left the model totally incoherent. (The model just repeats a single character, etc.)

    When I see a line like the one I just quoted, it leaves me wondering if the setup is still coherent like a stock install of Kimi K3 on supported hardware.

    Did they run any benchmarks on it to see if it is still correct?

    • springtimesun 4 hours ago ago

      I have never used sol, but I regularly use Claude to set up and benchmark local models per task. It is very thorough and has always returned good setups. The only thing you have to do is make sure you point at the model card. It’s always incredulous that models exist after its training cutoff.

      K3 does an ok job of setting up, but its config searching isn’t nearly as thorough and its will confidently tell you it’s found the best setup when it’s only turned a few knobs. It’s also not a good evaluator of its own output. It rates its work too highly and seems kind of defensive when benchmarking. Still a good check because it does find stuff, but open a fresh session and don’t tell it where the results came from.

      What K3 does do more than any other model I’ve found is investigate folder structures. If I want to benchmark it and other models I have to move the testing methodology and any reference to other results out of the project folder bc Kimi is like an ls bloodhound. It will find them.

  • inferencecoder 9 hours ago ago

    Wafer is making themselves synonymous with slop in the inference space. Exaggerated unfair comparisons in all their results, twitter hype posts with alarm emojis etc.

    > $2.50/GPU-hr for the MI355X, $6.00 for the B300, and $4.25 for the B200.

    This is not an accurate price comparison for real terms.

    • greyb 8 hours ago ago

      This is a company that launched a token subscription (WaferPass), before weeks later, rugpulling the plan for being unsustainable while simultaneously claiming they achieved incredible inference efficiency gains worthy of paying them mind.

    • villgax 8 hours ago ago

      I went the gpus.io website & it’s $2.95/hr right now, this is like comparing MSRP to actual market price. B300s are in demand & hence cost more, but these lazy editors at wafer.ai can't be bothered to do TCO on actual ownership nor share code to replicate their setups. Instead just relying on current market prices to win one row, which isnt even about per/$ on actual MSRPs.

      • YetAnotherNick 2 hours ago ago

        gpus.io shows tensorweave pricing at $2.95/hr. Tensorweave just shows "Talk to sales".

  • GuestFAUniverse 8 hours ago ago

    How is the capex on 8 * MI354X even remotely justified at less than $10/h?

    Even without the base system, power and every other expenses: 365d * 24h * $2.95 = $25842/a invoicable.

    That doesn't add up within one year, that doesn't add up in three years and it is questionable that it brings in the money during the lifetime of the device?

    • gpugreg 7 hours ago ago

      Where do you see less than $10/h for 8 * MI354X? I can only find $2.50 for 1 * MI355X (lowest I can find for rent on other websites is $2.65, but maybe they got a better deal).

    • swiftcoder 7 hours ago ago

      > How is the capex on 8 * MI354X even remotely justified at less than $10/h?

      Is anyone actually renting them out that cheap? The very cheapest on-demand price I see online is $14, and most providers are a lot higher

    • arjie 7 hours ago ago

      That can’t be real. Modal rents out an RTX 6000 Pro for more than that. Nvidia will rent your GPUs at a fixed cheap rate if you buy from them. Perhaps AMD has a different subsidy style program. Because those MI355X are going cheap here.

  • muragekibicho 9 hours ago ago

    They even left the em-dashes. Absolute slop.

    " The only problem with AMD is software support — slower kernels and less day-0 support on inference frameworks make serving frontier models on AMD a real engineering effort."

  • jpgvm 10 hours ago ago

    If you do good work you should at least take the time to review the slop that details that work for slopiness. Otherwise it's hard to take it seriously. Especially the prefill section.

  • BookPage 9 hours ago ago

    People complaining about the slop - what about the atrocious text/bg contrast? Burning my eyes out faster than a B300 ever could

  • veber-alex 10 hours ago ago

    AI slop

    • IshKebab 9 hours ago ago

      Yeah I think they at least put some light effort into making it readable though. Obviously slop but not quite as bad as most slop articles.

      • inferencecoder 9 hours ago ago

        There is barely any effort, a simple GPT5.6 sol pro query rips the post apart.

        • logicallee 8 hours ago ago

          if you did that in the web interface, could you share the chat? I'd be interested to read it.

          • inferencecoder 7 hours ago ago
            • logicallee 5 hours ago ago

              thanks for sharing.

              When I read your original comment, I was thinking you had just asked it to evaluate the article. (Like just "evaluate this article" or something.)

              I don't think anything anyone (or any AI) has ever written or published (including Sol itself) wouldn't be torn apart by the prompt you gave though.

              • inferencecoder 5 hours ago ago

                I think it's fair to expect an extensive review of an article before publishing. Not everything has a set of serious flaws.

                • IshKebab 3 hours ago ago

                  It doesn't look like it has found a set of serious flaws to me. Just nitpicking.

  • villgax 9 hours ago ago

    Lol, such a lazily written article by wafer.ai

    GPUs. 8× MI355X (TP8) B300 (TP8+DCP8)

    Decode tok/s per stream 118 tok/s 172 tok/s

    Peak aggregate. 952 tok/s 1,568 tok/s

    Peak aggregate per GPU 119 tok/s 196 tok/s

    On every row the B300 beat the MI355X

    The B200 is being forcefully compared against something which is not gonna fit within it's memory in a single node & not much details about multi-node interconnectivity, disagg or not. As expected of a shoddy slop.

    The only point it won is of cost per hour is one aggregation website for rentals, the premium a B300 commands against the $3/hr AMD chip which no provider has in abundance. Never bothered to do TCO of owning the hardware either.

    • throwa356262 7 hours ago ago

      Did you see this section?

          To the B200’s defence, its numbers are somewhat deflated by the fact that it pays a cross-node all-reduce on the decode critical path (RoCE v2 at ~195 Gb/s) — it’s the only config here that spans two nodes
      • villgax 2 hours ago ago

        No mention of Infiniband or SPX lol